+941.9%
IGV vs VTI
+960.8%
-19.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.6% |
| 7D | -2.9% | -0.9% | -2.0% | -1.9% |
| 30D | -1.5% | -1.4% | -0.1% | +0.2% |
| 3M | +11.7% | +3.6% | +8.1% | +7.5% |
| 6M | +18.4% | +13.6% | +4.8% | +2.5% |
| YTD | -3.9% | +12.9% | -16.8% | -16.1% |
| 1Y | -9.7% | +17.2% | -26.9% | -24.3% |
| 3Y | +38.4% | +75.7% | -37.2% | -25.7% |
| 5Y | +21.6% | +75.4% | -53.8% | -32.9% |
| 10Y | +363.0% | +303.3% | +59.7% | +2.7% |
| All | +941.9% | +960.8% | -19.0% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling